Wealth Advisor, Partner · Straight Path Wealth Management
Jaycob J. Keuning
CRD 7168941 · Named on Form ADV at one SEC-registered adviser
At a glance
Straight Path Wealth Management, an SEC-registered wealth manager based in Jenison, MI with $472 million in regulatory assets, lists Jaycob J. Keuning on its Form ADV as Wealth Advisor, Partner.
Firms and roles
- Straight Path Wealth ManagementWealth Advisor, PartnerWealth manager · Jenison, MI · $472M in regulatory assets
AtlasMembers
Jaycob’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jaycob’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Matthew B. BoersenPresident/chief Compliance Officer., Straight Path Wealth Management
- Victoria J. BuffumSecretary, Straight Path Wealth Management
- Kenneth J. WelchWealth Advisor, Partner, Straight Path Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jaycob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.